-54.6%
NIO vs AEE
+57.9%
-112.5%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | 0.0% | +5.9% | +5.9% |
| 7D | +5.6% | +2.1% | +3.5% | +5.4% |
| 30D | -4.2% | +11.4% | -15.6% | -5.3% |
| 3M | -26.3% | +5.0% | -31.3% | -26.7% |
| 6M | -42.5% | +4.4% | -47.0% | -43.0% |
| YTD | -33.5% | +15.4% | -48.9% | -35.1% |
| 1Y | -52.7% | +13.8% | -66.4% | -53.6% |
| All | -54.6% | +57.9% | -112.5% | -62.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded AEE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling